Home › Companies › Harmoniouscapitaladmin › Operations Associate
Operations Associate
Harmoniouscapitaladmin · Dallas, Texas, 75313-0318, United States · Active · BambooHR
Job facts
| Field | Value |
|---|---|
| Company | Harmoniouscapitaladmin |
| Title | Operations Associate |
| Normalized title | - |
| Department / team | Operations |
| Location | Dallas, United States |
| Work model | - |
| Employment type | Full Time |
| Salary | - |
| Status | active |
| ATS provider | BambooHR |
| Posted / first seen | 2025-12-03 / 2026-05-30 |
| Changed / last seen | 2026-05-30 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Harmoniouscapitaladmin. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through BambooHR. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Dallas. | Open |
| Department jobs | Active postings in Operations. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Harmoniouscapitaladmin |
| Source | 2710e070-7dfb-45cc-af13-572337eb486c |
| ATS provider | BambooHR |
Description
Harmonious Capital Administration provides institutional-grade fund administration, investor services, and operational support to emerging fund managers, private investment vehicles, and special-purpose entities. We deliver precision, transparency, and peace of mind through innovative technology and high-touch service. Our team is focused on building a modern operational backbone for alternative investments—where accuracy, integrity, and client trust come first.
We are growing quickly and seeking an Operations Associate who is detail-oriented, proactive, and energized by creating order, streamlining processes, and supporting a high-performance financial operations environment.
Role Overview
The Operations Associate will support day-to-day business operations, client workflows, and internal process execution across the Harmonious platform. This role requires exceptional organizational skills, comfort with financial documentation, strong communication, and the ability to anticipate needs in a dynamic and fast-paced environment. You will work closely with leadership to ensure that our internal and client-facing operations run flawlessly.
This is an ideal role for someone who loves structure, thrives on accuracy, and wants to grow at the intersection of operations, finance, and technology.
Key Responsibilities
Client & Investor Operations
Support onboarding of new clients, investors, and SPVs, including collection and verification of required documentation.
Manage data entry, document uploads, and workflow tracking in internal systems.
Assist with subscription document review, signature packet distribution, and investor communication.
Maintain accurate client records, cap tables, and operational checklists.
Internal Operations & Process Management
Execute repeatable operational tasks including compliance checks, filing, reporting preparation, and record maintenance.
Support the creation and refinement of SOPs, operational playbooks, and workflow documentation.
Coordinate cross-team information flow to ensure deadlines are met and nothing falls through the cracks.
Assist with scheduling, meeting preparation, and internal communication as needed.
Financial & Administrative Support
Prepare operational reports, data summaries, and materials for internal and client review.
Assist with collecting and organizing financial documentation for fund administration workflows.
Support technology systems, including CRM, workflow tools, and investor portals.
Quality, Compliance & Risk Awareness
Uphold high standards of accuracy and confidentiality in handling sensitive financial and investor information.
Flag inconsistencies or errors and proactively suggest improvements to reduce operational risk.
Participate in quality-control reviews and compliance checks.
Qualifications
Required
1–3 years of experience in operations, financial services, fund administration, investment operations, or a related field.
Exceptional attention to detail and organizational rigor.
Strong written and verbal communication skills.
Ability to juggle multiple priorities and maintain accuracy under deadlines.
Comfortable learning new systems and working with structured data.
High integrity and commitment to confidentiality.
Preferred
Experience with private investment operations (SPVs, funds, investor onboarding, compliance).
Proficiency with Hubspot, CRM systems, or investor portal software.
Familiarity with alternative investments or fund administration workflows.
Experience in a high-growth startup environment.
Benefits
We offer a competitive early-stage benefits package, including:
Medical, Dental, and Vision Insurance
Life Insurance
Hospital Indemnity, Accident, and Critical Illness Coverage
Paid Time Off & Paid Holidays
Professional Development Opportunities
Exposure and access to senior leadership
Who You Are
You take ownership and follow through.
You thrive in well-organized environments and help create them.
You communicate clearly and professionally.
You’re solutions-oriented and resourceful.
You enjoy helping clients and internal teams succeed.
You are motivated by accuracy, efficiency, and continuous improvement.
Why Join Harmonious
Work directly with leadership at a growing firm transforming private-market operations.
Be part of a team that values excellence, transparency, and trust.
Gain exposure to the inner workings of investment vehicles and fund operations.
Opportunity to grow into more advanced operations or client service roles.
Competitive compensation with benefits.
Full job record
| Job ID | 7a0e15b10d2bcb54934b5117425ec92fde05567f |
| Org ID | 71fb7024-8cca-4c54-acb8-503f2e104005 |
| Source ID | 2710e070-7dfb-45cc-af13-572337eb486c |
| Board ID | 2710e070-7dfb-45cc-af13-572337eb486c |
| Provider | bamboohr |
| Provider Job Key | 41 |
| Title | Operations Associate |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | Dallas, Texas, 75313-0318, United States |
| Department | Operations |
| Team | — |
| Employment Type | full_time |
| Workplace Type | — |
| Remote Policy | — |
| Country | United States |
| Region | — |
| City | Dallas |
| Salary Raw | — |
| Salary Min | — |
| Salary Max | — |
| Salary Currency | — |
| Salary Period | — |
| Source URL | https://harmoniouscapitaladmin.bamboohr.com/careers/41 |
| Apply URL | https://harmoniouscapitaladmin.bamboohr.com/careers/41 |
| First Seen At | 2026-05-30 05:45:26Z |
| Last Seen At | 2026-06-06 09:42:25Z |
| Last Checked At | 2026-06-06 09:42:25Z |
| Last Changed At | 2026-05-30 05:45:26Z |
| Inactive At | — |
| Source Posted At | 2025-12-03 00:00:00Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=bamboohr/board=harmoniouscapitaladmin/date=2026-06-06/2026-06-06T09-42-24-871Z-59a226cd24ec243fe214fc3c8a5cd698861f176f0bf3a053e712a839acbc877a.json |
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"description": "<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Harmonious Capital Administration provides institutional-grade fund administration, investor services, and operational support to emerging fund managers, private investment vehicles, and special-purpose entities. We deliver precision, transparency, and peace of mind through innovative technology and high-touch service. Our team is focused on building a modern operational backbone for alternative investments—where accuracy, integrity, and client trust come first.</span></p>\n<p><br></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">We are growing quickly and seeking an <span style=\"font-weight: bold\">Operations Associate</span> who is detail-oriented, proactive, and energized by creating order, streamlining processes, and supporting a high-performance financial operations environment.</span><br></p>\n<p><br><br></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\"><span style=\"font-weight: bold\">Role Overview</span></span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">The Operations Associate will support day-to-day business operations, client workflows, and internal process execution across the Harmonious platform. This role requires exceptional organizational skills, comfort with financial documentation, strong communication, and the ability to anticipate needs in a dynamic and fast-paced environment. You will work closely with leadership to ensure that our internal and client-facing operations run flawlessly.</span></p>\n<p><br></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">This is an ideal role for someone who loves structure, thrives on accuracy, and wants to grow at the intersection of operations, finance, and technology.</span></p>\n<p><br></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\"><span style=\"font-weight: bold\">Key Responsibilities</span></span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\"><span style=\"font-weight: bold\">Client & Investor Operations</span></span></p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Support onboarding of new clients, investors, and SPVs, including collection and verification of required documentation.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Manage data entry, document uploads, and workflow tracking in internal systems.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Assist with subscription document review, signature packet distribution, and investor communication.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Maintain accurate client records, cap tables, and operational checklists.</span></li>\n</ul>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\"><span style=\"font-weight: bold\">Internal Operations & Process Management</span></span></p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Execute repeatable operational tasks including compliance checks, filing, reporting preparation, and record maintenance.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Support the creation and refinement of SOPs, operational playbooks, and workflow documentation.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Coordinate cross-team information flow to ensure deadlines are met and nothing falls through the cracks.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Assist with scheduling, meeting preparation, and internal communication as needed.</span></li>\n</ul>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\"><span style=\"font-weight: bold\">Financial & Administrative Support</span></span></p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Prepare operational reports, data summaries, and materials for internal and client review.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Assist with collecting and organizing financial documentation for fund administration workflows.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Support technology systems, including CRM, workflow tools, and investor portals.</span></li>\n</ul>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\"><span style=\"font-weight: bold\">Quality, Compliance & Risk Awareness</span></span></p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Uphold high standards of accuracy and confidentiality in handling sensitive financial and investor information.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Flag inconsistencies or errors and proactively suggest improvements to reduce operational risk.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Participate in quality-control reviews and compliance checks.</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\"><span style=\"font-weight: bold\">Qualifications</span></span></p>\n<p><br></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\"><span style=\"font-weight: bold\">Required</span></span></p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">1–3 years of experience in operations, financial services, fund administration, investment operations, or a related field.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Exceptional attention to detail and organizational rigor.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Strong written and verbal communication skills.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Ability to juggle multiple priorities and maintain accuracy under deadlines.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Comfortable learning new systems and working with structured data.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">High integrity and commitment to confidentiality.</span><br></li>\n</ul>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\"><br></span><br></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\"><span style=\"font-weight: bold\">Preferred</span></span></p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Experience with private investment operations (SPVs, funds, investor onboarding, compliance).</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Proficiency with Hubspot, CRM systems, or investor portal software.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Familiarity with alternative investments or fund administration workflows.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Experience in a high-growth startup environment.</span></li>\n</ul>\n<p><br><br></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\"><span style=\"font-weight: bold\">Benefits</span></span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">We offer a competitive early-stage benefits package, including:</span></p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt; font-weight: bold\">Medical, Dental, and Vision Insurance</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; 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font-size: 12pt\">You thrive in well-organized environments and help create them.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">You communicate clearly and professionally.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">You’re solutions-oriented and resourceful.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">You enjoy helping clients and internal teams succeed.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">You are motivated by accuracy, efficiency, and continuous improvement.</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\"><span style=\"font-weight: bold\">Why Join Harmonious</span></span></p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt\">Work directly with leadership at a growing firm transforming private-market operations.</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif; 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